How Do I Set Up the Chrome Extension?

The Loopio Chrome Extension is an extension for the Chrome Browser that allows you to create Projects in Loopio from an RFP, Security Questionnaire, or other sales questionnaires in a portal. You can then respond to the RFP normally within Loopio, and use the extension to easily transfer your answers to the portal.

To learn about using the Chrome Extension, read on:

• Working on Projects with the Chrome Extension
• Searching your Library with the Chrome Extension

Setting Up The Google Chrome Extension

There are two ways to access the Google Chrome Extension for download within the Loopio platform, depending on your Loopio permissions: Through the Admin tab or from the “New Project” modal.

You can also download the Chrome Extension directly using this link: Download the Loopio Chrome Extension from the Chrome Web Store

To Download the Chrome Extension From the Admin Tab

1. Click Admin in your top navigation bar
2. Click Integrations
3. Click View on Chrome Web Store in the Chrome section of the Integrations page
   
4. In the Chrome Web Store, click Add to Chrome
   
5. Click Add extension on the dialog box that appears
   
6. Click the Loopio icon in the top right corner of your Chrome browser window
   
7. Enter your Loopio domain
   
8. Click Continue
9. You will be redirected to Loopio to log in to your Loopio account

To Download the Chrome Extension From the the “New Project” Modal

1. Click Projects in your top navigation bar
2. Click + New Project
3. Select Create Project or Use Template
4. Click “Working with Web Portals?” at the bottom of the modal
   
5. In the Chrome Web Store, click Add to Chrome
   
6. Click Add extension on the dialog box that appears
   
7. Click the Loopio icon in the top right corner of your Chrome browser window
   
8. Enter your Loopio domain
   
9. Click Continue
   
   You will be redirected to Loopio to log in to your Loopio account